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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,195 | $76,785-88.0% | $56,441-83.7% | $145,959-93.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 8.59% | 3000.51%-2991.9pp | 1704.21%-1695.6pp | 561.95%-553.4pp |
| Employer contribution / active EE | $672 | $1,381-51.3% | $1,039-35.3% | $4,661-85.6% |
| Participant deferral / active EE | $833 | $2,624-68.3% | $1,953-57.4% | $6,689-87.5% |
| Admin fee / account holder | $3,013 | $3,334-9.6% | $2,829+6.5% | $13,398-77.5% |